Broker Check

Team

Christopher Forbes, CFP®

Financial Advisor

(331) 229-4037

(630) 245-1230

cforbes@wradvisors.com

Christopher started at Waddell & Reed in 2006 and focuses on providing his clients investments, financial planning and investment advisory products and services. Christopher believes that a client and advisor relationship is a...

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Thomas M. Morrissy, CFP®

Financial Advisor

(630) 324-1105

(630) 245-1230

morrissy@wradvisors.com

Tom Morrissy has been with Waddell & Reed since 1988 and likes to keep his goals simple. He wants to know his clients well, to treat them with respect, and to measure his success by their success. To meet those goals, he develops...
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Dave Servatius

Financial Advisor

(630) 245 1156 x 135

(630) 245-1230

dservatiusjr@wradvisors.com

Dave Servatius joined Christopher Forbes’ team at Waddell & Reed, Inc. in May 2013 as an Advisor Assistant and is now an Advisor Associate. His primary focus has been on establishing relationships, meeting and communicating with...

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Gregory Mills CMFC

Financial Advisor

847-306-7070

gtmills@wradvisors.com

Greg joined Waddell & Reed in 2002 and has over 40 years of experience working in the financial industry. He uses a values-based process that develops strategic, tailor-made plans to help his clients move towards their financial goals....
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Kathy Morrissy

Financial Advisor

(630) 324-1105

kmmorrissy@wradvisors.com

Kathy Morrissy joined the team in 2017 and is currently a Financial Advisor. She graduated from the University of Illinois at Chicago with a Bachelor’s degree in Finance and minor in Economics. During the summers of 2011-2015,...
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